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Invesco BulletShares 2025 Municipal Bond ETF
BSMP

Overview Fund Activity

113 hedge funds and large institutions have $161M invested in Invesco BulletShares 2025 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.4M
2
LPL Financial
LPL Financial
California
$8.96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.06M
4
AUB
Atlantic Union Bankshares
Virginia
$4.48M
5
UBS Group
UBS Group
Switzerland
$5.34M

Top Sellers

1
Jane Street
Jane Street
New York
$1.16M
2
OFS
OneAscent Financial Services
Alabama
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
4
RJA
Raymond James & Associates
Florida
$2.59M
5
Morgan Stanley
Morgan Stanley
New York
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$1.67M +$700K +28,577 +72%
CIC
27
Carnegie Investment Counsel
Ohio
$1.66M – – –
CA
28
CGN Advisors
Kansas
$1.57M -$5.09K -208 -0.3%
PWP
29
Precedent Wealth Partners
Texas
$1.56M +$269K +10,965 +21%
DWM
30
Denver Wealth Management
Colorado
$1.33M +$66.5K +2,717 +5%
FFN
31
Focus Financial Network
Minnesota
$1.32M +$132K +5,383 +11%
WB
32
Webster Bank
Connecticut
$1.29M +$495K +20,224 +62%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.27M -$122 -5 -0%
PTC
34
Private Trust Company
Ohio
$1.19M – – –
OIA
35
OneDigital Investment Advisors
Kansas
$1.17M +$300K +12,266 +34%
MA
36
MONECO Advisors
Connecticut
$1.17M +$401K +16,355 +52%
Jane Street
37
Jane Street
New York
$1.16M -$6.01M -245,209 -84%
PFG
38
PAX Financial Group
Texas
$1.15M +$35.8K +1,461 +3%
EH
39
Equitable Holdings
New York
$1.13M +$26.7K +1,089 +2%
PAG
40
Private Advisor Group
New Jersey
$1.11M -$16.5K -673 -1%
ACM
41
AlphaStar Capital Management
North Carolina
$1.05M +$73.6K +3,005 +8%
PWM
42
Paulson Wealth Management
Illinois
$998K +$146K +5,956 +17%
AFA
43
AA Financial Advisors
Ohio
$983K +$40.1K +1,639 +4%
KAS
44
Kestra Advisory Services
Texas
$928K +$18.9K +771 +2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$926K +$42.1K +1,718 +5%
HGA
46
Hobbs Group Advisors
South Carolina
$904K +$8.99K +367 +1%
APA
47
Astoria Portfolio Advisors
New York
$894K -$981 -40 -0.1%
Lido Advisors
48
Lido Advisors
California
$866K +$58.5K +2,389 +7%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$864K +$84.7K +3,458 +11%
CWM
50
Cornerstone Wealth Management
Missouri
$840K +$42K +1,716 +5%
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